PHYSICIANS FINANCIAL SERVICES, INC.
Filing Date
Global Rank
#3,124
/ 8,586
▲ 35
Top Industry
Consumer Electronics
14.5%
3Y Alpha vs SPY
-3.0%
Period ended 3 months ago
Filed Apr 15, 2026 · 2mo
25 quarters · since Mar 2020
Clone Performance
Jun 2023–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+65.4%
SPY
+78.1%
Annualised alpha
-3.0%
Max drawdown
−19.7%
Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.
Portfolio Concentration
99 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
14.5%
−1.1 pts
Top 5
38.4%
−2.2 pts
Top 10
53.3%
−1.8 pts
HHI
449
Diversified−41
Portfolio Trend
25 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 33.3% | $119,918,923 |
| Industrials | 14.1% | $51,023,549 |
| Consumer Defensive | 12.2% | $43,926,342 |
| Consumer Cyclical | 11.7% | $42,156,017 |
| Communication Services | 8.7% | $31,226,414 |
| Financial Services | 7.6% | $27,557,735 |
| Healthcare | 7.1% | $25,742,077 |
| Energy | 2.7% | $9,781,623 |
| Utilities | 1.6% | $5,604,420 |
| Real Estate | 0.5% | $1,932,053 |
| Basic Materials | 0.5% | $1,781,781 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| SBUX | Starbucks Corp | +8,487 | 16,106 | $1,442,936 | |
| DUK | Duke Energy CORP | +5,689 | 40,736 | $5,333,971 | |
| PG | PROCTER & GAMBLE Co | +3,143 | 27,498 | $3,971,811 | |
| NVDA | Nvidia Corp | +1,571 | 136,243 | $23,760,779 | |
| CVX | Chevron Corp | +1,462 | 39,245 | $8,119,790 | |
| BMY | Bristol Myers Squibb Co | +1,275 | 13,842 | $839,517 | |
| BA | Boeing Co | +1,190 | 4,565 | $908,571 | |
| UBER | Uber Technologies, Inc | +1,111 | 11,772 | $846,759 | |
| MSFT | Microsoft Corp | +1,081 | 42,366 | $15,682,622 | |
| PEP | Pepsico Inc | +976 | 21,383 | $3,320,566 | |
| HD | Home Depot, Inc. | +883 | 12,656 | $4,162,431 | |
| QCOM | Qualcomm Inc/De | +873 | 17,338 | $2,232,787 | |
| LLY | ELI LILLY & Co | +872 | 4,970 | $4,571,256 | |
| ADP | Automatic Data Processing Inc | +842 | 23,350 | $4,744,253 | |
| GEV | GE Vernova Inc. | +512 | 2,678 | $2,337,626 | |
| MMM | 3M Co | +491 | 14,788 | $2,147,661 | |
| WMT | Walmart Inc. | +455 | 157,758 | $19,606,164 | |
| JPM | Jpmorgan Chase & Co | +455 | 8,232 | $2,421,525 | |
| COST | Costco Wholesale Corp /New | +441 | 7,013 | $6,987,963 | |
| JNJ | Johnson & Johnson | +437 | 23,916 | $5,846,027 | |
| PFE | Pfizer Inc | +344 | 13,919 | $390,845 | |
| MCD | Mcdonalds Corp | +340 | 20,428 | $6,348,818 | |
| RTX | RTX Corp | +265 | 14,289 | $2,756,348 | |
| ABBV | AbbVie Inc. | +225 | 12,075 | $2,626,191 | |
| COP | Conocophillips | +225 | 3,207 | $423,324 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
20 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| AAPL | Apple Inc. | −4,677 | 206,162 | $52,321,853 | |
| VZ | Verizon Communications Inc | −2,467 | 12,788 | $641,957 | |
| ETN | Eaton Corp plc | −1,232 | 5,131 | $1,835,204 | |
| CMG | Chipotle Mexican Grill Inc | −1,195 | 11,250 | $360,112 | |
| CLX | Clorox Co /De/ | −959 | 2,675 | $277,210 | |
| TGT | Target Corp | −800 | 9,178 | $1,112,373 | |
| PLTR | Palantir Technologies Inc. | −379 | 5,403 | $790,350 | |
| V | Visa Inc. | −330 | 16,588 | $5,013,557 | |
| AMZN | Amazon Com Inc | −262 | 98,701 | $20,556,457 | |
| NKE | NIKE, Inc. | −151 | 13,802 | $729,021 | |
| TFC | Truist Financial Corp | −150 | 34,165 | $1,570,565 | |
| DAL | Delta Air Lines, Inc. | −100 | 5,000 | $332,400 | |
| CHD | Church & Dwight Co Inc /De/ | −100 | 3,453 | $322,233 | |
| GOOGL | Alphabet Inc. | −85 | 76,761 | $22,073,393 | |
| AMGN | Amgen Inc | −75 | 17,017 | $5,987,431 | |
| MKC | Mccormick & Co Inc | −74 | 5,225 | $263,549 | |
| AMD | Advanced Micro Devices Inc | −49 | 7,834 | $1,593,670 | |
| BRK-B | Berkshire Hathaway Inc | −45 | 8,995 | $4,310,404 | |
| AVGO | Broadcom Inc. | −30 | 15,585 | $4,823,713 | |
| MAR | Marriott International Inc /Md/ | −25 | 3,550 | $1,161,098 | |
| No positions match the current search. | |||||
Sold Out
Positions the filer fully exited
6 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| ADBE | Adobe Inc. | 7,236 | $2,532,527 | |
| INTU | Intuit Inc. | 381 | $252,382 | |
| CHKP | Check Point Software Technologies Ltd | 1,290 | $239,372 | |
| GPC | Genuine Parts Co | 1,920 | $236,083 | |
| GIS | General Mills Inc | 4,897 | $227,710 | |
| BDX | Becton Dickinson & Co | 1,250 | $190,713 | |
| No positions match the current search. | ||||
2 positions ·
$5,604,420 total
· Utilities only
· as of Mar 31, 2026
All sectors
Basic Materials
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Real Estate
Technology
Utilities
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| DUK |
Duke Energy CORP
Utilities
|
Added | 40,736 | $5,333,971 | 95.17% | |
| SO |
Southern Co
Utilities
|
NEW | 2,802 | $270,449 | 4.83% |